Loomis, Sayles & Company’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-330
| Closed | -$94K | – | 732 |
|
2024
Q4 | $94K | Hold |
330
| – | – | ﹤0.01% | 565 |
|
2024
Q3 | $87K | Buy |
330
+175
| +113% | +$46.1K | ﹤0.01% | 563 |
|
2024
Q2 | $37K | Buy |
+155
| New | +$37K | ﹤0.01% | 655 |
|
2024
Q1 | – | Sell |
-37
| Closed | -$7K | – | 729 |
|
2023
Q4 | $7K | Sell |
37
-12
| -24% | -$2.27K | ﹤0.01% | 838 |
|
2023
Q3 | $7K | Buy |
+49
| New | +$7K | ﹤0.01% | 859 |
|
2022
Q1 | – | Sell |
-425
| Closed | -$124K | – | 1009 |
|
2021
Q4 | $124K | Hold |
425
| – | – | ﹤0.01% | 592 |
|
2021
Q3 | $121K | Hold |
425
| – | – | ﹤0.01% | 568 |
|
2021
Q2 | $137K | Sell |
425
-146
| -26% | -$47.1K | ﹤0.01% | 541 |
|
2021
Q1 | $171K | Buy |
571
+82
| +17% | +$24.6K | ﹤0.01% | 512 |
|
2020
Q4 | $128K | Hold |
489
| – | – | ﹤0.01% | 521 |
|
2020
Q3 | $101K | Hold |
489
| – | – | ﹤0.01% | 536 |
|
2020
Q2 | $96K | Buy |
+489
| New | +$96K | ﹤0.01% | 529 |
|